You are ready to add a user to your coreplus account - great! Doing this takes no time! The set up does require for the user you are adding to activate their account via a confirmation email.
💡 A new user can only be added by a supervisor
1. Select My Account from the Dashboard
2. In the Users section, click on Add User
3. Enter the new user's details and click Save
💎 Save time and activate the user yourself by adding YOUR email to the new users account. Once the new user appears in our list, you can edit them and change the email to their designated email address. This is important for password resets and any notifications of user account changes.
4. The new user will receive an email requesting to activate their user account. Once this has been completed successfully, the user will appear in your User List
See similar articles below:
📝 Share your calendar (for practitioners/case managers)
📝 Training guide for admin or accounts staff
📝 Training guide for practitioners or case managers
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you